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Beacon Financial Advisory’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Beacon Financial Advisory’s Portfolio RDVI Stock Details RDVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9,095
Closed -$210K – 272
2023
Q4 		$210K Buy
+9,095
New +$195K 0.1% 232

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GAA
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SWC
Spectrum Wealth Counsel Indianapolis, Indiana $833M AUM 10.83% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Beacon Financial Advisory's RDVI Position: Q1 2024 in Review

Beacon Financial Advisory sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q1 2024, closing a stake of 9,095 shares — an estimated $210K sold.

Beacon Financial Advisory first reported a position in RDVI in Q4 2023 and held it in 1 quarter. The position peaked at $210K in Q4 2023. 151 funds tracked by Wall St. Rank hold RDVI as of Q1 2024.

  • Beacon Financial Advisory reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q1 2024 after selling out during the quarter.
  • Beacon Financial Advisory sold 9,095 FT Vest Rising Dividend Achievers Target Income ETF shares in Q1 2024, an estimated $210K.
  • Beacon Financial Advisory first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2023 and held it in 1 quarter.
  • Beacon Financial Advisory's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $210K in Q4 2023.
  • 151 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q1 2024.

Based on Beacon Financial Advisory's 13F filing for Q1 2024, filed 1 May 2024.